Firm Update: Office Meetings Suspended, Transition to Phone Teleconferencing

Firm Update: Office Meetings Suspended, Transition to Phone Teleconferencing

Monday, March 16, 2020

Dear Wiser Financial Group Clients and Friends, 

Amid the escalating health developments of COVID-19, or more commonly referred to as the coronavirus, The Wiser Financial Group has decided as a firm to suspend all in-person client meetings for the interim to help protect the health and well-being of our clients, who are for the majority, the most vulnerable population susceptible to contracting the COVID-19. Until further notice, all portfolio reviews will be scheduled as phone conference(s) moving forward. During this time, we can provide additional accommodating measures to help make most of these phone conference meetings.

As your advising team, we want to continue to keep our clients' "Healthier, Wealthier, and Wiser," and we believe this is a necessary safety measure we must take for our clients during this time. We will closely monitor federal, state, and local agencies, and we will take the appropriate measures to continue to protect our Wiser Financial Group family and update accordingly. While it is impossible for anyone to predict the spread of coronavirus and fully understand its impact, it does not alter The Wiser Financial Group's focus on continuing to serve our clients, our staff, and communities as a top priority. 

The Wiser Financial Group 

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Wiser Financial Group. 

 

 

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Kestra IS nor Kestra AS are affiliated with The Wiser Financial Group nor any other entity referenced herein. Neither Kestra IS nor its affiliates provide legal or tax advice and are not Certified Public Accounting firms.

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